MCLAMORE FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MCLAMORE FAMILY FOUNDATION INC (EIN 59-1896729)
- Tax period
- 2014-08-01 to 2015-07-31
- Filed
- 2016-03-11
- IRS object ID
- 201640719349100409
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-03-11T11:10:13-06:00 | ReturnTs |
| Tax Period End | 2015-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591896729 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McLamore Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MCLA | BusinessNameControlTxt |
| Phone | 8132895657 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5133 W San Jose Street | AddressLine1Txt |
| City | Tampa | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 336296414 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Susan M Bernard | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8132895657 | PhoneNum |
| Signature | 2016-03-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,563,708 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $204,989 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $204,989 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,382 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,093,743 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,382 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $276,371 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $276,371 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $64,395 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $64,395 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,673 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $25,298 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $25,298 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,775 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $114,141 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,420 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,048 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $213,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $213,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $327,641 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,420 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $259,548 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$51,270 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $211,951 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $205,297 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,268,496 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,268,496 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,997,611 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,015,617 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,146,351 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,081,189 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $948,714 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,148,861 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,284,097 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,232,827 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,563,708 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,284,097 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,232,827 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,284,097 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,232,827 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,284,097 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,232,827 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,284,097 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$51,270 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,232,827 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,232,827 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $3,093,743 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,022,361 | CostOrOtherBasisAmt |
| Gain Or Loss | $71,382 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $71,382 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,382 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $286,576 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,464,949 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044328 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $295,941 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,207,017 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047678 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $256,319 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,729,824 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044734 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $394,013 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,998,481 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065685 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $266,155 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,735,859 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046402 | DistributionYr5Rt |
| Total Distribution | 0.248827 | TotalDistributionRt |
| Average Distribution | 0.049765 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,563,408 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $326,628 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,120 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $328,748 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $259,548 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,239 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,239 | SubtotalAmt |
| Tax Based On Investment Income | $4,239 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,717 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,628 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,345 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $104 | OverpaymentAmt |
| Applied To ES Tax | $104 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Susie Mclamore Mccormack Bernard | ||||||
| 5133 W San Jose Street | Tampa | FL | 336296414 | Dir / Treas | 1.0 | $0 |
| Jared Maddux | ||||||
| 5133 W San Jose Street | Tampa | FL | 336296414 | Dir | 1.0 | $0 |
| Lynne M Maddux | ||||||
| 5133 W San Jose Street | Tampa | FL | 336296414 | Dir / Sec | 1.0 | $0 |
| Tucker McCormack | ||||||
| 5133 W San Jose Street | Tampa | FL | 336296414 | Dir | 1.0 | $0 |
| William McCormack | ||||||
| 5133 W San Jose Street | Tampa | FL | 336296414 | Dir | 1.0 | $0 |
| Claire McCormack Hogan | ||||||
| 5133 W San Jose Street | Tampa | FL | 336296414 | Dir | 1.0 | $0 |
| James McLamore | ||||||
| 5133 W San Jose Street | Tampa | FL | 336296414 | Dir | 1.0 | $0 |
| Nancy N McLamore | ||||||
| 5133 W San Jose Street | Tampa | FL | 336296414 | Chairman / Dir | 1.0 | $0 |
| Sterling McLamore Jr | ||||||
| 5133 W San Jose Street | Tampa | FL | 336296414 | Dir | 1.0 | $0 |
| S Whitman McLamore Sr | ||||||
| 5133 W San Jose Street | Tampa | FL | 336296414 | Pres / Dir | 1.0 | $0 |
| Sara Robertson | ||||||
| 5133 W San Jose Street | Tampa | FL | 336296414 | Dir | 1.0 | $0 |
| Pamela M Spence | ||||||
| 5133 W San Jose Street | Tampa | FL | 336296414 | Dir | 1.0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hollencrest Capital Management | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Bayview Circle Suite 500 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926608903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $64,395 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,092,858 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $570,500 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,663,358 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,663,358 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99,950 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,563,408 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $328,170 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $328,170 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,239 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,239 | TotalTaxAmt |
| Distributable Before Adj | $323,931 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $323,931 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $323,931 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $259,548 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $259,548 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $259,548 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $323,931 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $232,801 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Qualifying Distributions | $259,548 | QualifyingDistributionsAmt |
| Applied To Year1 | $232,801 | AppliedToYear1Amt |
| Applied To Current Year | $26,747 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $297,184 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BURGER KING MCLAMORE FOUNDATION INC | |||||||
| 5505 BLUE LAGOON DR | MIAMI | FL | 33126 | N/A | PC | James W. McLamore Whopper Scholarship Fund | $150,000 |
| BURGER KING MCLAMORE FOUNDATION INC | |||||||
| 5505 BLUE LAGOON DR | MIAMI | FL | 33126 | N/A | PC | Charitable Event | $6,500 |
| COOKEVILLE COMMUNITY PLAYGROUND | |||||||
| 370 S LOWE AVE STE A-391 | COOKEVILLE | TN | 38501 | N/A | PC | Heart of the City playground Fund | $500 |
| CORNELL UNIVERSITY | |||||||
| PO BOX 25842 | LEIGH VALLEY | PA | 18003 | N/A | PC | James W. McLamore Scholarship Program - School of Hotel Administration | $15,000 |
| FRIENDS OF THE KATY TRAIL INC | |||||||
| 3523 MCKINNEY AVE PMD 441 | DALLAS | TX | 75204 | N/A | PC | General & Unrestricted | $500 |
| GILLESPIE COUNTY HISTORICAL SOCIETY INC | |||||||
| 312 W SAN ANTONIO ST | FREDERICKSBURG | TX | 78624 | N/A | PC | Charitable Event | $3,500 |
| GLOBAL GENES | |||||||
| 28 ARGONAUT STE 140 150 | ALISO VIEJO | CA | 92656 | N/A | PC | General & Unrestricted | $3,500 |
| HILLSBOROUGH EDUCATION FOUNDATION INC | |||||||
| 2306 N HOWARD AVE | TAMPA | FL | 33607 | N/A | PC | General & Unrestricted | $7,000 |
| HILLSBOROUGH EDUCATION FOUNDATION INC | |||||||
| 2306 N HOWARD AVE | TAMPA | FL | 33607 | N/A | PC | to fund Classroom Special Project at Jefferson High School to support the arts | $1,000 |
| HUMANE SOCIETY OF TAMPA BAY INC | |||||||
| 3607 N ARMENIA AVE | TAMPA | FL | 33607 | N/A | PC | General & Unrestricted | $1,000 |
| HYDE PARK UNITED METHODIST CHURCH | |||||||
| 500 W PLATT ST | TAMPA | FL | 33606 | N/A | PC | Small Blessings Program | $3,500 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 96961 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $500 |
| JUDEO CHRISTIAN HEALTH CLINIC INC | |||||||
| 4120 1/2 N MACDILL AVE | TAMPA | FL | 33607 | N/A | PC | General & Unrestricted | $500 |
| JUNIOR ACHIEVEMENT OF FLORIDA FOUNDATION | |||||||
| 13707 N 22ND ST | TAMPA | FL | 33613 | N/A | PC | General & Unrestricted | $1,000 |
| MUSTARD SEED RANCH | |||||||
| PO BOX 3814 | COOKEVILLE | TN | 38502 | N/A | PC | General & Unrestricted | $1,500 |
| NEW CREATION OUTREACH INC | |||||||
| 405 S DALE MABRY HWY NO 307 | TAMPA | FL | 33609 | N/A | PC | Pray for Jackie Trust Fund | $1,000 |
| NORTHFIELD MOUNT HERMON SCHOOL | |||||||
| ONE LAMPLIGHTER WAY | MOUNT HERMON | MA | 01354 | N/A | PC | maintenance of the McLamore fields | $2,500 |
| REACH ACADEMY OF FORT WORTH | |||||||
| 4713 PERSHING AVE | FORT WORTH | TX | 76107 | N/A | PC | General & Unrestricted | $1,500 |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| PO BOX 750261 | DALLAS | TX | 75275 | N/A | PC | Lyle Endowed Scholarship Fund | $2,000 |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| PO BOX 750261 | DALLAS | TX | 75275 | N/A | PC | Oxford International Program | $1,500 |
| Southern Methodist University - Dedman College | |||||||
| PO BOX 750402 | DALLAS | TX | 75275 | N/A | PC | Latin and Classical Studies Program | $3,500 |
| SOUTHERN METHODIST UNIVERSITY - MEADOWS SCHOOL OF | |||||||
| PO BOX 750356 | DALLAS | TX | 75275 | N/A | PC | CCPA London Program | $1,500 |
| SOUTHERN METHODIST UNIVERSITY - MEADOWS SCHOOL OF | |||||||
| PO BOX 750356 | DALLAS | TX | 75275 | N/A | PC | SMU Meadows Scholars Program | $500 |
| SOUTHERN METHODIST UNIVERSITY - MEADOWS SCHOOL OF | |||||||
| PO BOX 750356 | DALLAS | TX | 75275 | N/A | PC | CCPA LONDON PROGRAM | $1,000 |
| TENNESSEE TECHNOLOGICAL UNIVERSITY FOUNDATION | |||||||
| TTU BOX 5111 | COOKEVILLE | TN | 38505 | N/A | PC | College of Business- McLamore Conference Room | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $213,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $204,989 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $71,382 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $276,371 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $276,371 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (20 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN INTL GROUP - 5.600% - | $6,119 | $6,317 |
| APACHE CORP - 5.625% - 01/15/2 | $4,050 | $4,231 |
| BANK AMER - 8.125% - 12/31/204 | $78,738 | $106,875 |
| COMCAST CORP - 4.950% - 06/15/ | $5,976 | $6,216 |
| CR SUISSE FIRST BOS - 6.000% - | $1,742 | $1,463 |
| DELPHI FINL GROUP - 7.875% - 0 | $100,119 | $118,439 |
| DUKE ENERGY PROG - 5.250% - 12 | $5,997 | $6,103 |
| GE CAP CORP SER A - 5.625% - 0 | $88,664 | $108,904 |
| GE CAPITAL TRUST I TR SEC - 6. | $67,680 | $108,000 |
| GENERAL ELECTRIC CO - 5.250% - | $96,500 | $108,652 |
| GENWORTH FINANCIAL MTN - 6.515 | $87,750 | $106,158 |
| GOLDMAN SACHS - 5.950% - 01/18 | $91,744 | $109,717 |
| JPMORGAN CHASE - 7.900% - 12/3 | $85,888 | $105,500 |
| KIMBERLY CLARK NTS - 6.125% - | $6,121 | $6,581 |
| MEDTRONIC INC - 4.750% - 09/15 | $1,907 | $2,009 |
| MORGAN STANLEY D W DISC - 1.78 | $98,625 | $102,447 |
| ORACLE CORP - 5.250% - 01/15/2 | $3,771 | $4,086 |
| VIRGINIA ELECTRIC AND POWER - | $1,991 | $2,042 |
| WELLS FARGO MBS - 4.485% - 11/ | $27,252 | $26,746 |
| WELLS FARGO NTS - 7.980% - 02/ | $88,080 | $108,375 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COCA-COLA CO | $87,477 | $87,213 |
| CONSUMER DISCRETIONARY SELECT | $267,390 | $328,901 |
| FEDERAL NATIONAL MTG ASSN | $103,204 | $19,600 |
| FINANCIAL SEL SPDR | $220,729 | $238,386 |
| FIRST TRUST ISE CLOUD COMPUTIN | $71,233 | $99,760 |
| FREDDIE MAC 8.375% PERPETUAL | $105,004 | $20,000 |
| GENERAL ELECTRIC CO | $83,111 | $84,805 |
| GOLDMAN SACHS DEP SH | $53,634 | $50,125 |
| GOLDMAN SACHS GRP INC. | $51,630 | $47,817 |
| KBW REGIONAL BANKING ETF | $133,388 | $137,185 |
| MAINGATE MLP FUND CL I | $207,949 | $206,622 |
| MERCK & CO INC | $87,421 | $86,435 |
| PFIZER INC | $81,078 | $94,488 |
| PIMCO INCOME STRATEGY FUND | $13,887 | $13,029 |
| PIMCO INCOME STRATEGY FUND II | $20,951 | $21,380 |
| POWERSHARES INT CORP BOND PT | $98,054 | $89,980 |
| SCHWAB US LARGE CAP ETF | $34,886 | $36,626 |
| SELECT SECTOR SPDR-HEALTH CARE | $266,869 | $356,143 |
| SPDR BARCLAYS SHORT TERM HIGH | $199,989 | $187,572 |
| SPDR S&P 500 ETF TRUST | $220,483 | $253,653 |
| TECHNOLOGY SPDR | $252,459 | $283,583 |
| TEMPLETON GLOBAL BD | $170,727 | $151,765 |
| VANGUARD GLBL FUND MINIMUM VOL | $267,000 | $270,931 |
| VANGUARD VALUE ETF | $254,820 | $273,650 |
| VERIZON COMMUNICATIONS | $87,246 | $82,444 |
| WISDOM TREE EUROPE HEDGED EQUI | $337,393 | $333,848 |
| WISDOMTREE JAPAN HEDGED EQUITY | $237,605 | $290,410 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $19,439 | $19,439 | |
| Bank Charges | $25 | $25 | |
| Indemnification Insurance | $1,250 | $1,250 | |
| State or Local Filing Fees | $61 | $61 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $64,395 | Amt |
| Net Investment Income | $64,395 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2015 | $2,400 |
| 990-PF Extension for 2014 | $1,273 |
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